Filed December 21, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,423 | $115,770-62.5% | $101,248-57.1% | $158,922-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.61% | 56.14%-33.5pp | 46.47%-23.9pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,393 | $4,175-66.6% | $3,660-61.9% | $4,761-70.7% |
| Participant deferral / active EE | $3,228 | $4,957-34.9% | $4,370-26.1% | $5,982-46.0% |
| Admin fee / account holder | $849 | $7,245-88.3% | $5,945-85.7% | $11,246-92.4% |